See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,824 | $57,281+44.6% | $86,612-4.4% | $75,163+10.2% |
| Participation rate | 71.7% | 63.2%+8.5pp | 71.7%0pp | 67.2%+4.5pp |
| Annual return | 21.10% | 2670.75%-2649.7pp | 591.07%-570.0pp | 160.62%-139.5pp |
| Employer contribution / active EE | $1,279 | $2,314-44.7% | $3,022-57.7% | $2,670-52.1% |
| Participant deferral / active EE | $2,839 | $3,318-14.4% | $4,438-36.0% | $4,125-31.2% |
| Admin fee / account holder | $2,444 | $4,112-40.6% | $5,614-56.5% | $5,651-56.8% |